Welcome to Peattie Capital Management
Peattie Capital Management, LLC is an independent registered investment advisor serving wealthy individuals, families, family offices, and foundations through customized separate account management. Our account minimum is $2 million.
Experience That Matters
For clients who value a direct relationship with a seasoned investment professional, we bring over 40 years of institutional fixed income and hands-on equity management experience. We combine top-down macroeconomic analysis with rigorous bottom-up fundamental research to build portfolios tailored specifically to your needs and objectives.
Meet Bill PeattieBeyond Model-Driven Solutions
In today's market environment, cookie-cutter asset allocation programs often fall short when investors need protection most. When correlations converge and markets move in lockstep, broad diversification becomes broad exposure.
Our PhilosophyA Different Approach
We offer separately managed accounts designed to adapt to changing market conditions. We have the flexibility to raise cash, implement hedges, and deploy various risk management strategies to protect your capital—without the lockups or excessive fees typical of traditional hedge funds.
Account TypesConsider the Turbulence
Consider the turbulence of the past two decades:
- Did traditional diversification protect capital during the 2000-2003 downturn?
- How about during the 2008-2009 financial crisis?
- What about the volatility we've experienced since?
When correlations converge and markets move in lockstep, broad diversification becomes broad exposure.
Personal, Hands-On Management
At Peattie Capital, we believe in direct, personal account management—an increasingly rare approach in an industry dominated by impersonal mega-institutions, layered fee structures, and standardized investment programs.
Whether you're transitioning from another advisor or seeking a more personalized investment experience, Peattie Capital manages assets for discerning clients who expect more from their investment relationships.
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Ready to Take Control of Your Financial Future?
Schedule a consultation to discuss your investment goals and learn how Peattie Capital can help you achieve them.
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Q1 2026 Newsletter
Read our latest quarterly commentary on market conditions, portfolio updates, and our outlook for the months ahead.
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Explore the companies we're watching and why they meet our criteria for quality, value, and long-term potential.
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